BCR Wealth Strategies’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Buy |
3,638
+189
| +5% | +$24.3K | 0.18% | 20 |
|
|
2025
Q1 | $399K | Sell |
3,449
-86
| -2% | -$9.95K | 0.18% | 18 |
|
|
2024
Q4 | $415K | Buy |
3,535
+1,326
| +60% | +$156K | 0.19% | 18 |
|
|
2024
Q3 | $264K | Sell |
2,209
-117
| -5% | -$14K | 0.12% | 23 |
|
|
2024
Q2 | $261K | Sell |
2,326
-59
| -2% | -$6.62K | 0.17% | 27 |
|
|
2024
Q1 | $264K | Buy |
2,385
+46
| +2% | +$5.09K | 0.18% | 19 |
|
|
2023
Q4 | $240K | Sell |
2,339
-57
| -2% | -$5.85K | 0.17% | 19 |
|
|
2023
Q3 | $223K | Sell |
2,396
-396
| -14% | -$36.9K | 0.18% | 19 |
|
|
2023
Q2 | $270K | Buy |
+2,792
| New | +$270K | 0.21% | 19 |
|
|
2022
Q4 | – | Sell |
-1,214
| Closed | -$96K | – | 98 |
|
|
2022
Q3 | $96K | Buy |
1,214
+8
| +0.7% | +$633 | 0.1% | 27 |
|
|
2022
Q2 | $103K | Sell |
1,206
-44
| -4% | -$3.76K | 0.11% | 25 |
|
|
2022
Q1 | $127K | Buy |
1,250
+431
| +53% | +$43.8K | 0.12% | 22 |
|
|
2021
Q4 | $88K | Buy |
+819
| New | +$88K | 0.08% | 26 |
|